Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Customer information
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Sales Manager
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Select date
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Is a site visit / survey by Projects required Urgently?
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Technology
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Company
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Site Location (town)
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Salesforce Opportunity No
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Site contact for PM
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Contact telephone number
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Contact email
Overview of application
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Overview of application and product description
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Pack dimensions and orientation
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Production speeds required
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Product pitch?
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Printer environment
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Trial planned / carried out?
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Trial funding approved?
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Revenue and printer values
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Expected date of order
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Install date requested by customer?
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Conveyor required? Size and speed etc
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Existing conveyor dimensions
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Host machine and type
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Model number?
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Installation address
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Intermittent or Continuous?
- Intermittent
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Printer model?
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Printer handing?
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Applicator type - tamp / blow etc?
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Application - front / side / top etc?
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Height adjustment required?
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Message selection - PCU / TG300 / PC / barcode scanner?
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Label substrate type?
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Label dimensions?
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Samples completed?
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Ribbon grade proposed?
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Photos of host / area
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M Design or 3rd party software?
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Print requirements known?
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Any special requirements?
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Training requirements?